Banco Bilbao Vizcaya Argentaria S.A. Has $32.61 Million Holdings in American Express Company $AXP

Banco Bilbao Vizcaya Argentaria S.A. lifted its holdings in American Express Company (NYSE:AXP) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,952 shares of the payment services company’s stock after purchasing an additional 2,378 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in American Express were worth $32,605,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Evolution Wealth Management Inc. lifted its position in shares of American Express by 6,600.0% in the fourth quarter. Evolution Wealth Management Inc. now owns 67 shares of the payment services company’s stock valued at $25,000 after buying an additional 66 shares during the last quarter. Joseph Group Capital Management bought a new stake in shares of American Express in the fourth quarter valued at about $26,000. Sfam LLC bought a new stake in shares of American Express in the fourth quarter valued at about $26,000. Measured Wealth Private Client Group LLC acquired a new position in shares of American Express in the third quarter valued at about $28,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in American Express during the fourth quarter worth about $28,000. Institutional investors own 84.33% of the company’s stock.

American Express Stock Down 0.1%

Shares of AXP opened at $340.25 on Thursday. The firm has a 50 day simple moving average of $318.05 and a two-hundred day simple moving average of $335.33. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.57 and a quick ratio of 1.56. American Express Company has a one year low of $288.34 and a one year high of $387.49. The company has a market cap of $232.16 billion, a P/E ratio of 21.23, a P/E/G ratio of 1.38 and a beta of 1.06.

American Express (NYSE:AXP) last issued its earnings results on Thursday, April 23rd. The payment services company reported $4.28 earnings per share for the quarter, beating analysts’ consensus estimates of $4.01 by $0.27. American Express had a return on equity of 33.95% and a net margin of 15.13%.The firm had revenue of $14.22 billion for the quarter, compared to the consensus estimate of $18.60 billion. During the same quarter last year, the business posted $3.64 EPS. The company’s revenue was up 11.4% compared to the same quarter last year. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Research analysts forecast that American Express Company will post 17.6 EPS for the current fiscal year.

American Express Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Thursday, July 2nd will be paid a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, July 2nd. American Express’s dividend payout ratio (DPR) is presently 23.71%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Royal Bank Of Canada set a $415.00 target price on shares of American Express in a research report on Friday, April 10th. The Goldman Sachs Group raised their price objective on American Express from $360.00 to $400.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. Morgan Stanley cut their target price on American Express from $395.00 to $385.00 and set an “equal weight” rating for the company in a research report on Thursday, April 16th. Evercore set a $345.00 target price on American Express in a report on Wednesday, April 29th. Finally, Bank of America raised their price target on American Express from $381.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $359.05.

Key Headlines Impacting American Express

Here are the key news stories impacting American Express this week:

• Positive Sentiment: American Express agreed to buy Tripadvisor’s TheFork platform for about $700 million in cash, expanding its European dining network and potentially making its premium card offerings more attractive to customers. TheFork Joins AmEx’s Growing Global Dining Network in $700M Deal
• Positive Sentiment: Several reports noted that the TheFork deal could be viewed as value-creating and supportive of American Express’s long-term growth strategy, reinforcing its push into dining and experiences. TheFork Joins AmEx’s Growing Global Dining Network in $700M Deal
• Neutral Sentiment: Analyst commentary remains mixed, with some firms highlighting American Express as an attractive value/growth name while others continue to recommend caution, creating an uneven sentiment backdrop for the shares. Analysts Have Conflicting Sentiments on These Financial Companies: Progressive (PGR) and American Express (AXP)
• Neutral Sentiment: BTIG reiterated a sell rating and a $285 price target, which suggests some downside risk and may temper enthusiasm around the recent gains. Benzinga report on BTIG rating

American Express Profile

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.